Banco Itau Holding Financeira shares owned by Mariner Wealth Advisors
Quarter-by-quarter ownership of Banco Itau Holding Financeira (ITUB) shares owned by Mariner Wealth Advisors
from 13F filings
Historical chart of Mariner Wealth Advisors investment in Banco Itau Holding Financeira
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Quarterly reported holdings in Banco Itau Holding Financeira by Mariner Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $997k | 136k | 7.34 |
| 2025-06-30 | $923k | 136k | 6.79 |
| 2025-03-31 | $697k | 127k | 5.50 |
| 2024-12-31 | $484k | 98k | 4.96 |
| 2024-09-30 | $647k | 97k | 6.65 |
| 2024-06-30 | $558k | 96k | 5.84 |
| 2024-03-31 | $642k | 93k | 6.93 |
| 2023-12-31 | $580k | 84k | 6.95 |
| 2023-09-30 | $473k | 88k | 5.37 |
| 2023-06-30 | $464k | 79k | 5.90 |
| 2023-03-31 | $290k | 59k | 4.88 |
| 2022-12-31 | $271k | 58k | 4.71 |
| 2022-09-30 | $379k | 73k | 5.17 |
| 2021-12-31 | $727k | 194k | 3.75 |
| 2021-09-30 | $1.2M | 236k | 5.27 |
| 2021-06-30 | $1.4M | 228k | 6.01 |
| 2021-03-31 | $1.1M | 216k | 4.96 |
| 2020-12-31 | $1.0M | 165k | 6.09 |
| 2020-09-30 | $598k | 151k | 3.97 |
| 2020-06-30 | $726k | 155k | 4.69 |
| 2020-03-31 | $344k | 77k | 4.49 |
| 2019-12-31 | $698k | 76k | 9.15 |
| 2019-09-30 | $661k | 79k | 8.41 |
| 2019-06-30 | $692k | 74k | 9.42 |
| 2019-03-31 | $747k | 85k | 8.81 |
| 2018-12-31 | $612k | 67k | 9.14 |
| 2018-09-30 | $572k | 52k | 10.96 |
| 2018-06-30 | $536k | 52k | 10.39 |
| 2018-03-31 | $431k | 28k | 15.58 |
| 2017-12-31 | $289k | 22k | 12.98 |
| 2017-09-30 | $308k | 23k | 13.68 |
| 2017-06-30 | $251k | 23k | 11.03 |
| 2017-03-31 | $248k | 21k | 12.05 |
| 2016-12-31 | $198k | 19k | 10.29 |
| 2016-09-30 | $200k | 18k | 11.18 |
| 2016-06-30 | $144k | 15k | 9.41 |
| 2016-03-31 | $235k | 27k | 8.60 |
| 2015-12-31 | $94k | 15k | 6.48 |
| 2012-03-31 | $36k | 1.9k | 19.15 |
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